Deceased Estates

Need to confirm if an account is open/closed?

Need information about a deceased’s account?

We require a letter or fax from a relative/friend advising of the client's:

Investor Number

Name

Date of Birth and Death

Account address

Address for future correspondence

Until we receive a certified copy of both the Death Certificate and Will, we can only provide general (not account specific) information in our written correspondence. If these documents are available when you first contact us, please provide them as well.

Once we receive this notification, the Deceased Estates Team will contact you in writing with information about the next steps and necessary forms.

Superannuation is a long-term investment. The Government has placed restrictions on when you can access your preserved benefits. The Government has set caps on the amount of money you can add to superannuation each year on a concessionally taxed basis. In addition, the Government has set a non-concessional contributions cap. For more detail, speak with a financial adviser or visit the ATO website.

The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.